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| Happy Holidays!! thanks for using AUM13F!! |
| F L Putnam Investment Management Co
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| CRD # | 106223 |
| SEC # | 801-21951 |
| CIK # | |
| AUM | $7.7 B (2025-07-14) |
| Employees | 134 (54% Investors, 0% Brokers) |
| Phone | 800-344-3435 |
| Address | 6 Kimball Lane Lynnfield, MA 01940 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,077 | 0.4 |
| (b) Individuals (high net worth individuals) | 1,278 | 5.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 0.1 |
| (h) Charitable organizations | 183 | 1.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 16 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 6,380 | 7.7 |
| By Discretionary | ||
| Discretionary | 6,308 | 7.6 |
| Non-Discretionary | 72 | 0.1 |
| Total | 6,380 | 7.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.7 | |
| Total | 6,380 | 7.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Pure Financial Advisors LLC
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|
CA | 8.0 |
|
Smith Shellnut Wilson LLC
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|
MS | 8.0 |
|
Shuster Advisory Group LLC
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|
CA | 7.9 |
|
Sentry Management Inc
✚
|
TX | 7.8 |
|
Snowden Capital Advisors LLC
✚
|
NY | 7.6 |
|
Northwest Capital Management Inc
✚
|
OR | 7.6 |
|
Farther Finance Advisors LLC
✚
|
CA | 7.5 |
|
Intellicents Investment Solutions Inc
✚
|
MN | 7.4 |
|
Centaurus Financial Inc
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|
CA | 7.3 |
|
US Capital Wealth Advisors LLC
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|
TX | 7.3 |